HFR Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,141
| Closed | -$211K | – | 55 |
|
|
2023
Q2 | $211K | Hold |
1,141
| – | – | 0.06% | 53 |
|
|
2023
Q1 | $208K | Hold |
1,141
| – | – | 0.06% | 60 |
|
|
2022
Q4 | $206K | Buy |
+1,141
| New | +$206K | 0.06% | 62 |
|
|
2022
Q1 | – | Sell |
-1,244
| Closed | -$216K | – | 65 |
|
|
2021
Q4 | $216K | Buy |
+1,244
| New | +$216K | 0.05% | 63 |
|